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亚马逊 (AMZN US) - 强劲四季度业绩；AWS增长加速	王腾杰,李怡珊,张贺楠	2026-02-06
Amazon (AMZN US) - Strong 4Q results; AWS growth accelerates	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-02-06
雅诗兰黛 (EL US) - 屏蔽短期干扰，把握反转机会	黄铭谦	2026-02-06
Estée Lauder (EL US) - Buying the turnaround amidst noise	Wong Ming Him, Joseph	2026-02-06
Roblox (RBLX US) - 4Q results demonstrate increasingly healthy and sticky growth	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-02-06
Roblox (RBLX US) - 四季度业绩反映稳健增长势头且粘性显着提升	王腾杰,李怡珊,张贺楠	2026-02-06
百胜中国(YUMC US/9987 HK) - 业绩强劲收官，加盟转型，分红提升	黄铭谦	2026-02-05
Alphabet (GOOGL US) - 全面发力	王腾杰,李怡珊,张贺楠	2026-02-05
Yum China (YUMC US/9987 HK) - Strong finish, franchise pivot, higher payout	Wong Ming Him, Joseph	2026-02-05
Novartis (NVS US/NOVN SW) - Patent expiration fully priced in; late-stage pipeline reshapes the long-term growth curve	Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George	2026-02-05
Kuaishou (1024 HK) - Kling 3.0 launched, eC recommendation framework OneMall released	Li Yishan, Crystal,Wong Tang Kit, Tommy	2026-02-05
Alphabet (GOOGL US) - Firing on all cylinders	Wong Tang Kit, Tommy,Li Yishan, Crystal,Zhang Henan	2026-02-05
轻松健康 (2661 HK) - AI驱动全链路健康闭环，战略转型开启高质量成长	陈泓道,陈铸鸿,谭震	2026-02-04
QingSong Health (2661 HK) - AI-powered full-cycle health loop drives high-quality growth	Chen Hongdao, George,Chen Zhuhong, Jonah,Tan Zhen	2026-02-04
PONY AI (PONY US) - Investment gains narrow losses, scale-up and investment to accelerate in 2026	Liang Yonghuo,Harrison, Yin Haocheng	2026-02-04
教育行业 - 新东方与好未来业绩回顾：营收稳健；成本控制推动利润率超预期	李怡珊,王腾杰	2026-02-03
Education Industry - EDU&TAL review: Top line solid; Margin beat driven by cost control	Li Yishan, Crystal,Wong Tang Kit, Tommy	2026-02-03
港股市场周报 (2026/2/2) - 外部叙事加剧波动，港股配置如何稳中求进？	宁铂	2026-02-02
HK Strategy Weekly (2 February 2026) - Overseas Narratives Heighten Volatility: How to Navigate Allocation with Resilience?	Ning Bo	2026-02-02
US Strategy Weekly (2 February 2026) - Could the Fed under Warsh's Leadership Reshape the Financial Market Order?	Ning Bo	2026-02-02

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